Mitch McLean CFP, Financial and Investment Advisor cover
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Mitch McLean CFP, Financial and Investment Advisor

Clear guidance for investing and retirement in Ottawa.

5(5 reviews)
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About

Based in Ottawa at 1565 Carling Ave, Mitch McLean CFP, Financial and Investment Advisor provides clear, client-focused financial and investment guidance. Clients praise deep knowledge, responsiveness, and patient explanations, with strategies tailored to reach financial goals and retirement. Trusted for steady support through market shifts and long-term planning.

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Location

1565 Carling Ave, Ottawa, ON K1Z 8P9, Canada

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Services

Financial Planning

Comprehensive financial goal setting and strategy development for retirement, savings, and wealth building.

Investment Management

Personalized investment portfolio management and strategies to optimize returns and manage risk.

Retirement Planning

Tailored plans to ensure financial security and freedom during retirement years.

Business Financial Consulting

Advisory services for business owners to align financial strategies with company goals.

Free Consultation

Initial meeting to discuss your financial needs and determine fit for services.

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